Financial Planning Apprentice: Earn While You Learn

Traction Forge Financial; United States; Hybrid; USD 40,000 - 60,000; Part time

Job summary

Traction Forge Financial is seeking ambitious individuals to join their 2026 training cohort. No prior finance experience is needed as training and mentorship will be provided.

Focus on educating families about financial clarity, retirement planning, and wealth protection. The role offers flexibility, allowing you to design a schedule that fits your life while progressing toward agency leadership.

Qualifications

• Must be able to pass a standard soft background check.
• Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN.
• Ability to complete state licensing requirements within 14 days.

Responsibilities

• Consult & Educate families on retirement and college funding.
• Build customized financial roadmaps using wealth solutions.
• Attend structured training sessions for professional development.

Skills

Communication

Ethical Standards

Growth Mindset

Job description

Traction Forge Financial is seeking ambitious individuals to join their 2026 training cohort. No prior finance experience is needed as training and mentorship will be provided.

Focus on educating families about financial clarity, retirement planning, and wealth protection. The role offers flexibility, allowing you to design a schedule that fits your life while progressing toward agency leadership.